VV
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Verity & Verity’s Morgan Stanley MS Stock Holding History

Verity & Verity’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.24M Sell
7,563
-1,196
-14% -$207K 0.09% 73
2025
Q4 		$1.55M Buy
8,759
+1,139
+15% +$190K 0.12% 73
2025
Q3 		$1.21M Sell
7,620
-1,152
-13% -$170K 0.1% 76
2025
Q2 		$1.24M Sell
8,772
-291
-3% -$35.7K 0.11% 75
2025
Q1 		$1.06M Sell
9,063
-816
-8% -$105K 0.09% 77
2024
Q4 		$1.24M Buy
+9,879
New +$1.22M 0.11% 74

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Verity & Verity's MS Position: Q1 2026 in Review

Verity & Verity reduced its Morgan Stanley (MS) stake by 14% in Q1 2026, selling an estimated $207K and leaving 7,563 shares worth $1.24M. The position accounts for 0.09% of the portfolio, ranked #73.

Verity & Verity first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.55M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Verity & Verity held 7,563 shares of Morgan Stanley worth $1.24M as of Q1 2026.
  • Verity & Verity sold 1,196 Morgan Stanley shares in Q1 2026, an estimated $207K.
  • Morgan Stanley made up 0.09% of Verity & Verity's portfolio in Q1 2026, its #73 holding.
  • Verity & Verity first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • Verity & Verity's Morgan Stanley position peaked at $1.55M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Verity & Verity's 13F filing for Q1 2026, filed 15 Apr 2026.